We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAI
1001
American Assets Inc
California
$430K – – –
FWM
1002
ForthRight Wealth Management
Georgia
$429K -$75.7K -1,726 -15%
ESB
1003
Essex Savings Bank
Connecticut
$428K -$12K -274 -3%
GIA
1004
Guyasuta Investment Advisors
Pennsylvania
$428K – – –
CFG
1005
Carr Financial Group
Massachusetts
$427K +$435K +9,924 New
CT
1006
Chicago Trust
Illinois
$425K +$192K +4,374 +79%
GC
1007
Gratus Capital
Georgia
$419K -$13.3K -303 -3%
ZCA
1008
Zeke Capital Advisors
Pennsylvania
$419K +$32.3K +737 +8%
BHBT
1009
Burke & Herbert Bank & Trust
Virginia
$416K – – –
GLA
1010
Good Life Advisors
Pennsylvania
$416K -$15.7K -357 -4%
PBO
1011
Peoples Bank (Ohio)
Ohio
$414K -$5.79K -132 -1%
CA
1012
Continuum Advisory
Idaho
$413K +$421K +9,597 New
MYIA
1013
Mount Yale Investment Advisors
Colorado
$412K +$12.1K +275 +3%
FMLI
1014
Fukoku Mutual Life Insurance
Japan
$411K +$47.9K +1,091 +13%
SAM
1015
Summit Asset Management
Tennessee
$410K +$570 +13 +0.1%
BTWM
1016
Baker Tilly Wealth Management
Wisconsin
$410K -$50.9K -1,160 -11%
ICM
1017
Islay Capital Management
Texas
$410K +$4.39K +100 +1%
NFA
1018
Northern Financial Advisors
Michigan
$409K +$417K +9,508 New
SAA
1019
Southeast Asset Advisors
Georgia
$406K +$132 +3 +0%
HW
1020
Hancock Whitney
Mississippi
$405K -$190K -4,334 -31%
WI
1021
WrapManager Inc
California
$405K -$180K -4,100 -30%
AS
1022
AM Squared
Hong Kong
$404K +$412K +9,400 New
SWM
1023
Selective Wealth Management
Virginia
$403K -$497K -11,340 -57%
FS
1024
Ferguson Shapiro
Georgia
$403K – – –
EHC
1025
Everett Harris & Co
California
$402K +$410K +9,351 New
39 40
41
42 43